Discussion ongoing
Proconnect - Covering letter option before the draft is sent from Print forms
It would be nice to have a covering letter/email option when sharing the tax return draft to the client from the print options. It helps to sum up the return and give a little presentation/explanation and a note that the return is sent for review and tell them they need to respond by a certain date.
Currently the way it is set up it just goes off without any notification or confirmation, just a small pop up that the draft is sent.
